+365.4%
STX vs IYR
+8.4%
+357.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.7% | +7.1% | +5.7% |
| 7D | +2.4% | -1.2% | +3.6% | +1.3% |
| 30D | +1.4% | -2.9% | +4.2% | -1.2% |
| 3M | -8.2% | +0.8% | -9.1% | -8.2% |
| 6M | +127.0% | +1.9% | +125.2% | +120.0% |
| YTD | +209.1% | +9.6% | +199.5% | +213.8% |
| 1Y | +365.4% | +8.1% | +357.3% | +373.6% |
| All | +365.4% | +8.4% | +357.0% | +373.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IYR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling